REFWORKS
Presented and compiled by Jen Eidelman
http://www.lib.uct.ac.za/
Email: jen.eidelman@uct.ac.za
Ph: 021 650 2773

...
What will I learn today?

1. RefWorks:
•
•
•
•
•
•

How to find RefWorks HELP
How to create an account in RefWorks
Direct ...
Introducing RefWorks
Why use RefWorks?
• Create a personal database accessible from any computer
linked to the Internet wi...
Introducing RefWorks
Finding help
Go to: http://www.lib.uct.ac.za
Introducing RefWorks - Finding help
http://libguides.lib.uct.ac.za/refworks

Click on the
page tabs
above * to
access
inst...
Introducing RefWorks - Finding help
Finding Help in RefWorks
This is the HelpFile in RefWorks
For a great instructional tour guide around RefWorks 2.0 go to:
http://www.refworks-cos.com/refworks/rwpreview/RefWorks_Ne...
Create a RefWorks account at UCT Libraries
1. Go to: http://www.lib.uct.ac.za

2. Go to „Research Help‟ and then click on ...
Create a RefWorks account at UCT Libraries

Log in to
RefWorks
Or sign up for
a new
account
Create a RefWorks account at UCT Libraries
Create a RefWorks account at UCT Libraries

Sign up for a
new account
Login to RefWorks at UCT Libraries

Login to RefWorks
HOW DO WE GET REFERENCES
INTO REFWORKS?


Import directly from certain online databases

(see: http://libguides.lib.uct.a...
Direct Export to RefWorks
from a Database
Using Web of Science as an example
Get references into RefWorks
DIRECT Export method
http://www.lib.uct.ac.za
From „Search & Find‟ choose
Databases
Get references into RefWorks
DIRECT Export method

CHOOSE WEB OF SCIENCE
Web of Science
Get references into RefWorks – Direct export

Change drop
down menu to
topic

Change timespan to limit your...
Web of Science
Get references into RefWorks – Direct export

Tick the box.
Export the information (bibliographic details) ...
Web of Science
Get references into RefWorks – Direct export

• From the drop down menu, choose the information you wish
to...
Get references into RefWorks
Imported from a Database
Get references into RefWorks
Imported from a Database
Get references into RefWorks
Imported from a Database
Save a reference from a
database search.
Attach the file in RefWorks.
Use SFX to check availability of full text access.
A...
Web of Science
Save a full text reference - SFX

Click on FULL TEXT
and then SFX
Web of Science
Save a full text reference - SFX
SFX will tell you if the article is available in full text or not.

The fu...
Web of Science
Save a full text reference
Click on Download
PDF to get the full
text.
Web of Science – Save the article
Save the article to
your computer
Web of Science
ATTACH a file to a reference in RefWorks

Click on the EDIT

icon
ATTACH a file to a reference in RefWorks

Browse for the file you just saved on your computer
• Browse for the file you just saved on your computer
• Click Open
PDF is now attached to this reference
Click „Save Reference‟
• A paper clip icon is now displayed in this
reference to indicate that there is an
attachment
• Hover the mouse over the ...
Direct Export to RefWorks
from a Database
Using GeoRef via EBSCOHost as an example
Get references into RefWorks
DIRECT Export method

Choose GeoRef – via EBSCOHost
GEOREF – via EBSCOHOST
GEOREF – via EBSCOHOST
GEOREF – Export to RefWorks

Click on the title of the article to
open the full view
GEOREF – Export to RefWorks
GEOREF – Export to RefWorks

Select the „Direct export to
RefWorks‟ button
Then click „Save‟

This action will export the ...
Importing to RefWorks from a Database
Importing to
RefWorks from
a Database
Importing to RefWorks from a Database
DIRECT Export

For a full list of all the Direct Export partners available
see:
http://www.refworks-cos.com/refworks/DEPar...
For a full list of all the import filters available see:
http://www.refworks-cos.com/refworks/ImportFilters/
Organising your results
in RefWorks
Now that you have done your research and imported your
references you might want to or...
Organising your results in RefWorks

Click the „New Folder‟ tab to create a new folder

Type the Name of your new
folder a...
Organising your results in RefWorks

View all your folders by clicking on the
„Organize & Share Folders’ tab

Here is the ...
Organising your results in RefWorks

In the „Organize & Share
Folders‟ area you can view
unfiled references and
duplicates...
Organising your results in RefWorks

You have one folder already that cannot be renamed or deleted called
“Last Imported” ...
Organising your results in RefWorks
Removing a reference from a folder.

Tells you which
folder you’re in.

Remove from fo...
How to get your references into
folders
“View”, “All
References”
shows you all the
references in
your database,
regardless...
How to get your references into
folders

You select which
references you want to put
in your folder:
• Specific references
How to get your references into
folders

You select which
references you want to put
in your folder:
• All References on p...
How to get your references into
folders
Select the
references to file
by ticking in the
box next to the
reference.

In the...
How to get your references into
folders
OR
Hover your mouse over the
grey area of the reference
you want to move.
The quad...
How to get your references into
folders

Note: You can put your references in more than one folder
(you do not have to add...
Generate a
bibliography
“Format a Bibliography from a List of References” allows you to
generate a bibliography (in the ou...
First choose the references you want to include in your
reference list.
Choose selected references from all references or
...
Generate a bibliography
Click on the “Create Bibliography” button.
Generate a bibliography
There are many
bibliography styles to
choose from.

Select a style - we‟re going to use the Harvar...
Generate a bibliography

Select “References
to include”. Choose
the end result for
your file (Word for
Windows, Word for
M...
Generate a bibliography
If your reference list does not
download automatically you
will be prompted to click
either one of...
Generate a bibliography
Save your
document to
your
computer or
to a disk
Generate a bibliography

The reference list/bibliography opens
in a Word document. Save your
document.
You can copy and pa...
Write-N-Cite III

Write-N-Cite allows you to write your paper in Microsoft
Word and insert temporary citation placeholders...
Write-N-Cite

Write-N-Cite requires you to download a small (free)
program that provides access to an abbreviated version ...
Write-N-Cite
In RefWorks
go to
“Tools” then
to Write-NCite
After you have downloaded the
software, all you need to do is
open Microsoft Word and you can
open Write-N-Cite from there...
Write-N-Cite
Microsoft Word Window

Write-N-Cite for Windows
installs a button (ADD INS)
within your Microsoft Word.
Click...
Write-N-Cite
You can select
“Always on
top” if you
want Write-NCite to always
display over
Microsoft
Word.

Log in to Writ...
Write-N-Cite
First click
on LOAD
IT to start
MS Word
Write-N-Cite
opens and
displays all your
references. If you
want to u...
Write-N-Cite
Let‟s begin writing our paper. We will drag Write-N-Cite
out of the way.
We are ready to insert our first tem...
Write-N-Cite
When you‟re ready to insert a citation, simply click on the
“Cite” link next to the reference you want to use...
Write-N-Cite
Remember we‟re just inserting temporary citations - they will be
formatted properly when you have completed y...
Write-N-Cite

You can preview how your
formatted citation will appear,
as well as make modifications
by clicking on “Edit ...
Write-N-Cite
1. Select a target output style to preview your
citation... For this example choose Harvard - UCT

2. Then a ...
Write-N-Cite

Let‟s insert a page number in the „Text After‟
column. For example use the format : 10

Notice the
preview i...
Write-N-Cite

You can add and edit
multiple citation
placeholders at the same
time ... just click on the
cite links for al...
Write-N-Cite
These temporary placeholders will be properly
formatted later when you are ready to create the
bibliography. ...
Write-N-Cite
When you‟re finished writing your paper, go to “File”, Save As, Name it,
and Save it.
After you have saved yo...
Write-N-Cite
1. Select a
bibliography
output style from
the drop down
list.

2. Click the “Create
Bibliography” button and...
Write-N-Cite

Here the bibliography
has been created in
your Word document
and the temporary
placeholders have
been proper...
Referencing help
http://www.lib.uct.ac.za/research-help/referencing-help/
http://libguides.lib.uct.ac.za/refworks-referencing

Referencing
help
THANK YOU!
Jen.Eidelman@uct.ac.za
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Introducing RefWorks training 2014

  1. 1. REFWORKS Presented and compiled by Jen Eidelman http://www.lib.uct.ac.za/ Email: jen.eidelman@uct.ac.za Ph: 021 650 2773 This work is licensed under a Creative Commons AttributionNonCommercial-ShareAlike 3.0 Unported License.
  2. 2. What will I learn today? 1. RefWorks: • • • • • • How to find RefWorks HELP How to create an account in RefWorks Direct export citations from 2 databases Create a folder Create a bibliography from a list of references Create a bibliography using Write-N-Cite 2. UCT Harvard Referencing Style • • • • Where to find referencing HELP from the library page Books Journal Articles Web pages
  3. 3. Introducing RefWorks Why use RefWorks? • Create a personal database accessible from any computer linked to the Internet without having to download or install special software; • Import and store an unlimited number of references from databases–search results from a wide variety of databases can be automatically exported into RefWorks with the click of a button; • Organize and manage references–sort and file references quickly and easily using folders; • Search references by keyword, author, journal title; • Use Write-N-Cite together with MS Word to automatically insert in-text citations into documents and create bibliographies in the citation style of your choice.
  4. 4. Introducing RefWorks Finding help Go to: http://www.lib.uct.ac.za
  5. 5. Introducing RefWorks - Finding help http://libguides.lib.uct.ac.za/refworks Click on the page tabs above * to access instructional slideshows. Click on these links * for instructional material from RefWorks.
  6. 6. Introducing RefWorks - Finding help
  7. 7. Finding Help in RefWorks
  8. 8. This is the HelpFile in RefWorks
  9. 9. For a great instructional tour guide around RefWorks 2.0 go to: http://www.refworks-cos.com/refworks/rwpreview/RefWorks_New_UI_demo.htm
  10. 10. Create a RefWorks account at UCT Libraries 1. Go to: http://www.lib.uct.ac.za 2. Go to „Research Help‟ and then click on „RefWorks‟ / „Access RefWorks‟ (Please remember that if you are not on campus click the OFF CAMPUS LOGIN button to login to the library resources before you login to RefWorks.)
  11. 11. Create a RefWorks account at UCT Libraries Log in to RefWorks Or sign up for a new account
  12. 12. Create a RefWorks account at UCT Libraries
  13. 13. Create a RefWorks account at UCT Libraries Sign up for a new account
  14. 14. Login to RefWorks at UCT Libraries Login to RefWorks
  15. 15. HOW DO WE GET REFERENCES INTO REFWORKS?  Import directly from certain online databases (see: http://libguides.lib.uct.ac.za/refworks-direct-export  Import text files containing references from online databases (see: http://libguides.lib.uct.ac.za/refworks-text-files  Manually enter the reference (see: http://libguides.lib.uct.ac.za/refworks-manual-entry  Use ‘RefGrab It’ to import information from a website. (see:  Searching online catalogues within RefWorks and importing them into RefWorks. (see:  http://libguides.lib.uct.ac.za/refworks-refgrabit) http://libguides.lib.uct.ac.za/refworks-search-online-catalogues) Rss Feeds (see: http://libguides.lib.uct.ac.za/refworks-rss-feeds)
  16. 16. Direct Export to RefWorks from a Database Using Web of Science as an example
  17. 17. Get references into RefWorks DIRECT Export method http://www.lib.uct.ac.za From „Search & Find‟ choose Databases
  18. 18. Get references into RefWorks DIRECT Export method CHOOSE WEB OF SCIENCE
  19. 19. Web of Science Get references into RefWorks – Direct export Change drop down menu to topic Change timespan to limit your search to specific years
  20. 20. Web of Science Get references into RefWorks – Direct export Tick the box. Export the information (bibliographic details) to RefWorks
  21. 21. Web of Science Get references into RefWorks – Direct export • From the drop down menu, choose the information you wish to send to RefWorks. • Click SEND
  22. 22. Get references into RefWorks Imported from a Database
  23. 23. Get references into RefWorks Imported from a Database
  24. 24. Get references into RefWorks Imported from a Database
  25. 25. Save a reference from a database search. Attach the file in RefWorks. Use SFX to check availability of full text access. Attach your saved full text reference to the reference in RefWorks
  26. 26. Web of Science Save a full text reference - SFX Click on FULL TEXT and then SFX
  27. 27. Web of Science Save a full text reference - SFX SFX will tell you if the article is available in full text or not. The full text is available from ScienceDirect Click on the GO button. There is also a link here to the library catalogue (ALEPH) if you want to see if the print version is available.
  28. 28. Web of Science Save a full text reference Click on Download PDF to get the full text.
  29. 29. Web of Science – Save the article Save the article to your computer
  30. 30. Web of Science ATTACH a file to a reference in RefWorks Click on the EDIT icon
  31. 31. ATTACH a file to a reference in RefWorks Browse for the file you just saved on your computer
  32. 32. • Browse for the file you just saved on your computer • Click Open
  33. 33. PDF is now attached to this reference Click „Save Reference‟
  34. 34. • A paper clip icon is now displayed in this reference to indicate that there is an attachment • Hover the mouse over the icon and click on the name of the file to read the full text
  35. 35. Direct Export to RefWorks from a Database Using GeoRef via EBSCOHost as an example
  36. 36. Get references into RefWorks DIRECT Export method Choose GeoRef – via EBSCOHost
  37. 37. GEOREF – via EBSCOHOST
  38. 38. GEOREF – via EBSCOHOST
  39. 39. GEOREF – Export to RefWorks Click on the title of the article to open the full view
  40. 40. GEOREF – Export to RefWorks
  41. 41. GEOREF – Export to RefWorks Select the „Direct export to RefWorks‟ button Then click „Save‟ This action will export the information (bibliographic details) to RefWorks
  42. 42. Importing to RefWorks from a Database
  43. 43. Importing to RefWorks from a Database
  44. 44. Importing to RefWorks from a Database
  45. 45. DIRECT Export For a full list of all the Direct Export partners available see: http://www.refworks-cos.com/refworks/DEPartners/
  46. 46. For a full list of all the import filters available see: http://www.refworks-cos.com/refworks/ImportFilters/
  47. 47. Organising your results in RefWorks Now that you have done your research and imported your references you might want to organise them.
  48. 48. Organising your results in RefWorks Click the „New Folder‟ tab to create a new folder Type the Name of your new folder and click „Create’. You also have the option of creating a subfolder. Create as many folders as you wish.
  49. 49. Organising your results in RefWorks View all your folders by clicking on the „Organize & Share Folders’ tab Here is the new folder we just created
  50. 50. Organising your results in RefWorks In the „Organize & Share Folders‟ area you can view unfiled references and duplicates View contents of folders by clicking on the corresponding link. If you click on the folder icon, a drop down menu option allows you to: • Create a subfolder • Delete or rename a folder • Clear references from a folder • Find duplicate references • Create Bibliography • Export
  51. 51. Organising your results in RefWorks You have one folder already that cannot be renamed or deleted called “Last Imported” folder. The last group of references you import into RefWorks are always placed in the `Last Imported‟ folder. Any previously imported references are automatically moved into the unfiled references area (unless you move them into a folder!)
  52. 52. Organising your results in RefWorks Removing a reference from a folder. Tells you which folder you’re in. Remove from folder button. Use the „Remove from Folder‟ feature rather than Delete. Items to be removed from a folder are to be marked and then the correct button used.
  53. 53. How to get your references into folders “View”, “All References” shows you all the references in your database, regardless of which folder they are in.
  54. 54. How to get your references into folders You select which references you want to put in your folder: • Specific references
  55. 55. How to get your references into folders You select which references you want to put in your folder: • All References on page
  56. 56. How to get your references into folders Select the references to file by ticking in the box next to the reference. In the “Add to” drop down, choose the folder you want to move the selected references to
  57. 57. How to get your references into folders OR Hover your mouse over the grey area of the reference you want to move. The quad arrow icon will appear. Drag and drop your reference into the folder on the right of the screen. You‟ll receive a success message ...
  58. 58. How to get your references into folders Note: You can put your references in more than one folder (you do not have to add or import them multiple times).
  59. 59. Generate a bibliography “Format a Bibliography from a List of References” allows you to generate a bibliography (in the output format you choose) based on all the references in your database, selected references or only references in a specific folder.
  60. 60. First choose the references you want to include in your reference list. Choose selected references from all references or Choose selected references from a specific folder Generate a simple reference list
  61. 61. Generate a bibliography Click on the “Create Bibliography” button.
  62. 62. Generate a bibliography There are many bibliography styles to choose from. Select a style - we‟re going to use the Harvard UCT style for our bibliography
  63. 63. Generate a bibliography Select “References to include”. Choose the end result for your file (Word for Windows, Word for Mac, Open Office, Text, HTML, or Rich Text Format (RTF). Click “Create Bibliography”
  64. 64. Generate a bibliography If your reference list does not download automatically you will be prompted to click either one of the links below. The first link will download your Word document. The second link sends you an email with the document attached. OR
  65. 65. Generate a bibliography Save your document to your computer or to a disk
  66. 66. Generate a bibliography The reference list/bibliography opens in a Word document. Save your document. You can copy and paste your completed bibliography into your paper.
  67. 67. Write-N-Cite III Write-N-Cite allows you to write your paper in Microsoft Word and insert temporary citation placeholders directly from RefWorks with the click of a button. Then Write-N-Cite will create your in text citations and your bibliography (based on your citation placeholders) and add it to your paper!
  68. 68. Write-N-Cite Write-N-Cite requires you to download a small (free) program that provides access to an abbreviated version of your RefWorks account while you are working in MS Word. You won‟t be able to add, edit or delete references, but you will be able to search, view and cite them.
  69. 69. Write-N-Cite In RefWorks go to “Tools” then to Write-NCite
  70. 70. After you have downloaded the software, all you need to do is open Microsoft Word and you can open Write-N-Cite from there (Windows users only) or launch Write-N-Cite from your desktop....
  71. 71. Write-N-Cite Microsoft Word Window Write-N-Cite for Windows installs a button (ADD INS) within your Microsoft Word. Click on the Write-N-Cite button to start Write-NCite. You can start WriteN-Cite from your desktop or from your programs menu.
  72. 72. Write-N-Cite You can select “Always on top” if you want Write-NCite to always display over Microsoft Word. Log in to WriteN-Cite with your RefWorks name and password
  73. 73. Write-N-Cite First click on LOAD IT to start MS Word Write-N-Cite opens and displays all your references. If you want to use just the references for a specific folder select it from the “View”, “Folder” drop-down You can also conduct a search to locate the references you want to use
  74. 74. Write-N-Cite Let‟s begin writing our paper. We will drag Write-N-Cite out of the way. We are ready to insert our first temporary citation placeholder in the Microsoft Word document..... Click Write-N-Cite to find the reference you wish to cite. (In other words you are toggling between Microsoft Word and Write-N-Cite) This is a Microsoft Word document
  75. 75. Write-N-Cite When you‟re ready to insert a citation, simply click on the “Cite” link next to the reference you want to use. Then go back to your Microsoft Word document
  76. 76. Write-N-Cite Remember we‟re just inserting temporary citations - they will be formatted properly when you have completed your paper and selected the output style for your bibliography. Write-N-Cite has inserted your temporary citation into your paper. This is a Microsoft Word document
  77. 77. Write-N-Cite You can preview how your formatted citation will appear, as well as make modifications by clicking on “Edit Citation” in Write-N-Cite.
  78. 78. Write-N-Cite 1. Select a target output style to preview your citation... For this example choose Harvard - UCT 2. Then a preview will pop up to show you what your citation will look like when formatted ....
  79. 79. Write-N-Cite Let‟s insert a page number in the „Text After‟ column. For example use the format : 10 Notice the preview is now updated with your change. Click “SAVE to Word” to keep your citation changes.
  80. 80. Write-N-Cite You can add and edit multiple citation placeholders at the same time ... just click on the cite links for all the references that you want to cite together.
  81. 81. Write-N-Cite These temporary placeholders will be properly formatted later when you are ready to create the bibliography. {{259 Laking,G. 2009; 257 Morris,Peter 1994; 250 Study of Man's Impact on Climate 1971}}
  82. 82. Write-N-Cite When you‟re finished writing your paper, go to “File”, Save As, Name it, and Save it. After you have saved your document, drag Write-N-Cite up again Select „Bibliography‟ from the toolbar
  83. 83. Write-N-Cite 1. Select a bibliography output style from the drop down list. 2. Click the “Create Bibliography” button and the bibliography will be created in your Word document.
  84. 84. Write-N-Cite Here the bibliography has been created in your Word document and the temporary placeholders have been properly formatted.
  85. 85. Referencing help http://www.lib.uct.ac.za/research-help/referencing-help/
  86. 86. http://libguides.lib.uct.ac.za/refworks-referencing Referencing help
  87. 87. THANK YOU! Jen.Eidelman@uct.ac.za

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